Dynamic Advisor Solutions’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,563
| Closed | -$44.2K | – | 912 |
|
|
2025
Q1 | $44.2K | Buy |
11,563
+527
| +5% | +$2.01K | ﹤0.01% | 837 |
|
|
2024
Q4 | $30K | Sell |
11,036
-86,222
| -89% | -$235K | ﹤0.01% | 642 |
|
|
2024
Q3 | $303K | Buy |
97,258
+4,337
| +5% | +$13.5K | 0.01% | 746 |
|
|
2024
Q2 | $254K | Buy |
92,921
+25,280
| +37% | +$69K | 0.01% | 817 |
|
|
2024
Q1 | $175K | Buy |
67,641
+241
| +0.4% | +$624 | 0.01% | 876 |
|
|
2023
Q4 | $160K | Buy |
67,400
+1,650
| +3% | +$3.93K | 0.01% | 850 |
|
|
2023
Q3 | $140K | Buy |
+65,750
| New | +$140K | 0.01% | 796 |
|
|
2022
Q3 | – | Sell |
-12,997
| Closed | -$27K | – | 720 |
|
|
2022
Q2 | $27K | Buy |
+12,997
| New | +$27K | ﹤0.01% | 690 |
|